Kevin
Hoonan
Janney Montgomery Scott LLC
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About this Advisor
Kevin Hoonan is a financial advisor based out of Alexandria, Virginia with a total of 4 years of industry experience. Hoonan currently works for Janney Montgomery Scott LLC. Hoonan has gained experience at Janney Montgomery Scott LLC, Carahsoft Technology Corporation, Unemployed - Transitioning From Political Field, Friends Of Jackson Miller, Fairfax County Park Authority, Unemployed - Exploring Different Career Options, Virginia House Of Delegates, Dave Albo For Delegate, Unemployed - Took Time Off After Graduating From College, The Jefferson Hotel, Vcu Cary St Gym and Unemployed - Full-Time Education With Internships. Hoonan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Janney Montgomery Scott LLC is a business that has its headquarters in Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 employees. It controls $73 billion in assets between its 216,397 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 1,526 charities and foundations. Of its 216,397 client accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets. The business performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice depend on the financial services. However, fee types billed by Janney Montgomery Scott LLC can include any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$73,000,611,319
2,242
216,397
$337,346
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kevin Hoonan Work History
Kevin has been registered as a financial advisor for 4 years.*
Janney Montgomery Scott LLC
Carahsoft Technology Corporation
Unemployed - Transitioning From Political Field
Friends Of Jackson Miller
Fairfax County Park Authority
Unemployed - Exploring Different Career Options
Virginia House Of Delegates
Dave Albo For Delegate
Virginia House Of Delegates
Dave Albo For Delegate
Unemployed - Took Time Off After Graduating From College
The Jefferson Hotel
Vcu Cary St Gym
Unemployed - Full-Time Education With Internships
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Hoonan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Janney Montgomery Scott LLC
West Hartford, CT
Albany, NY
Philadelphia, PA
Atlanta, GA
Greenville, SC
Boca Raton, FL
Atlanta, GA
York, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
